Presidio Property Trust - ASQFT
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 25 institutions reported holding Presidio Property Trust - A (SQFT) in their 13F filings, down 8 from Q2 2024. 1 opened new positions and 9 sold out. The largest holders were Vanguard Group Inc. ($137K), Geode Capital Management, LLC ($81K) and Atria Wealth Solutions, Inc. ($57K). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Presidio Property Trust - A
- CUSIP
- 74102L303
- Latest filing quarter
- Q3 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $14K |
| Exits | 9 | $141K |
All 13F filers, Q2 2024 → Q3 2024: 40,568 shares bought and 371,871 shares sold, net −331,303 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Vanguard Group Inc. | 0.00% | Reduce -1.3% | 191,299 | $137K |
| Geode Capital Management, LLC | 0.00% | No change | 112,814 | $81K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -57.3% | 79,551 | $57K |
| Renaissance Technologies | 0.00% | Add +0.9% | 68,352 | $49K |
| Susquehanna International Group, LLP | 0.00% | Add +46.2% | 54,840 | $39K |
| Northern Trust Corp. | 0.00% | No change | 35,718 | $26K |
| IFP Advisors, Inc | 0.00% | Add +4.8% | 34,717 | $25K |
| Citadel Advisors | 0.00% | Reduce -13.0% | 29,187 | $21K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -66.7% | 20,433 | $15K |
| Morgan Stanley | 0.00% | No change | 20,393 | $15K |
| WealthPlan Investment Management, LLC | 0.00% | New | 20,162 | $14K |
| Wells Fargo & Company | 0.00% | No change | 15,155 | $11K |
| Two Sigma Securities, LLC | 0.00% | Reduce -8.5% | 14,098 | $10K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 13,728 | $10K |
| Janney Montgomery Scott LLC | 0.00% | No change | 13,500 | $10K |
| Osaic Holdings, Inc. | 0.00% | Reduce -45.6% | 13,258 | $10K |
| LPL Financial LLC | 0.00% | Reduce -14.2% | 12,722 | $9K |
| Creative Planning | 0.00% | No change | 12,287 | $9K |
| State Street Corp. | 0.00% | No change | 12,118 | $9K |
| Royal Bank of Canada | 0.00% | Reduce -0.5% | 8,211 | $6K |
| Cwm, LLC | 0.00% | No change | 5,290 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,074 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 3,426 | $2K |
| Bank of America Corp. | 0.00% | Add +59.8% | 2,358 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -1.4% | 2,357 | $2K |
"% of holder's portfolio" is SQFT's weight in each manager's 13F, not the share of Presidio Property Trust - A the manager owns.